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US infrastructure plan – building America again.President Biden announced last Thursday a bipartisan deal for a infrastructure plan just shy...
28 June 2021
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Curve flattening post hawkish Fed meeting – but fundamentals to point to higher yields.There was a powerful move in global...
25 June 2021
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Fed – Expecting inflation to remain above 2% until 2023.The Fed surprised markets by bringing forward its guidance for rate...
21 June 2021
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Like for the 2008 financial crisis, the Covid pandemic has shown that the current economic system based on limited liability...
14 June 2021
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US Data and FOMC Preview – Inflation, not as transitory as it may seem.Last week’s US inflation data came in...
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Inflation surging in the US on the back of labor shortages – with rates market shrugging off for now.In the...
11 June 2021
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G7 – Fighting global tax elusion.Over the weekend, the G7 nations agreed to impose a minimum corporate tax rate of...
7 June 2021
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Central Banks – Some are taking the punch bowl away.The Reserve Bank of New Zealand was the latest central bank...
31 May 2021
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European banks – another strong quarter supports continued share outperformance.European bank earnings season is now complete – and it is...
28 May 2021
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PMI data confirms strong European recovery.Strong PMI data last week brought business optimism to new highs and confirmed Europe’s accelerating...
24 May 2021
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Covid-19 – Cases on the rise in Asia.While India remains the global Covid epicentre, more Asian countries are also struggling...
17 May 2021
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Commodity prices, inflation break-evens and nominal yield curves are rising. Central banks have calmed markets down so far, arguing that...
12 May 2021
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